2013-05-06T10:44:33-05:00 2012-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2011-07-01 300211613 FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC FRIE 6178744080 58 MOORE STREET EAST BOSTON MA 02128 MARY ELISABETH SWERZ 6175611371 2013-04-30 1 JOHN BUCKLEY CPA P00830631 5083669100 2013-04-30 2011 2016-02-25 16:41:14Z X MARY ELISABETH SWERZ 58 MOORE STREET EAST BOSTON MA 02128 1836376 0 X N/A X 2004 MA FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC. IS A 501(C)(3) ORGANIZATION FORMED TO RAISE FUNDS AND SUPPORT THE FUNCTIONS OF AND CARRY OUT THE PURPOSE OF EXCEL ACADEMY CHARTER SCHOOLS TO ENGAGE IN ACTIVITIES TO PERFORM FUNCTIONS THAT THE SCHOOLS WOULD OTHERWISE HAVE TO PERFORM; TO OWN, LEASE AND MAINTAIN THE SITES AT WHICH THE SCHOOLS ARE LOCATED; AND TO OTHERWISE BENEFIT THE SCHOOLS THROUGH PROVISION OF FINANCIAL SUPPORT AND SERVICES. 5 5 0 0 0 0 867183 1492690 0 0 49 238358 -3618 36114 863614 1767162 216667 669835 0 0 0 0 0 0 132297 105552 396378 322219 1066213 541395 700949 1739275 7689858 534534 5784168 1204741 1905690 FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS, INC. IS A 501(C)(3) ORGANIZATION FORMED TO RAISE FUNDS FOR AND SUPPORT THE FUNCTIONS OF EXCEL ACADEMY CHARTER SCHOOLS AND PERFORM FUNCTIONS THAT THE SCHOOLS WOULD OTHERWISE HAVE TO PERFORM. 0 0 912264 666835 TO RAISE FUNDS AND SUPPORT THE FUNCTIONS OF EXCEL ACADEMY, EXCEL ACADEMY - CHELSEA AND EXCEL ACADEMY - BOSTON II 912264 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X KATIE DANKLEFF 6178744080 58 MOORE STREET EAST BOSTON MA 02128 X DOUGLAS CHOPE 0.80 X 0 0 0 KATHRYN BUEKER 0.80 X X 0 0 0 TUCKER LEVY 0.80 X 0 0 0 MARY ELISABETH SWERZ 0.80 X X 0 0 0 BRIAN TRUESDALE 0.80 X X 0 0 0 0 0 0 0 0 0 0 EXCEL ACADEMY CHARTER SCHOOL 58 MOORE STREET EAST BOSTON MA 02128 MANAGEMENT FEES 135728 NFASTRUCTURE 5 ENTERPRISE AVENUE CLIFTON PARK NY 12065 IT INFASTRUCTURE 131366 2 84237 1408453 1492690 238358 238358 105328 84237 69214 36114 36114 1767162 0 0 274472 666835 666835 3000 3000 22199 22199 10181 10181 135728 17810 117918 4280 4280 9464 9464 31 31 183755 183755 4890 4890 INDIRECT FUNDRAISING EX 14379 14379 MISCELLANEOUS 5475 5475 BANK CHARGES 3915 3915 OTHER FEES 1815 1815 266 266 1066213 912264 21652 132297 1056393 765511 26239 33938 0 246289 0 6283999 18000 804 638643 359317 1739275 7689858 27059 0 0 5000000 507475 784168 534534 5784168 X 1168091 1887740 36650 17950 1204741 1905690 1739275 7689858 700949 0 X X 0 1 1 X 0 X 230756 148436 361121 867183 1512690 3120186 230756 148436 361121 867183 1512690 3120186 13050 14100 41950 368013 1234546 1671659 0 13050 14100 41950 368013 1234546 1671659 1448527 49 238358 238407 49 238358 238407 230756 148436 361121 867232 1751048 3358593 0.43130 0.73110 0.07100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO EXCEL ACADEMY 765187 INTEREST PAYABLE 18981 784168 1767162 1066213 700949 700949 CELEBRATION OF EXCELLENCE 189565 84237 105328 55064 14150 189565 84237 105328 55064 14150 69214 36114 1 EXCEL ACADEMY CHARTER SCHOOLS 58 MOORE ST EAST BOSTON MA 02128 432002251 32500 TO SUPPORT THE FUNCTIONS OF EXCEL ACADEMY CHARTER SCHOOL EXCEL ACADEMY EAST BOSTON REALTY CORPORATION 58 MOORE ST EAST BOSTON MA 02128 274272913 634335 TO PROVIDE SUPPORT FOR THE CONSTRUCTION OF THE NEW SCHOOL BUILDING. 2 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE BOARD OF DIRECTORS APPROVE GRANT AWARDS TO EXCEL ACADEMY CHARTER SCHOOL AND EXCEL CHELSEA. MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 NONEAVAIL 2011-09-22 4700000 CONSTRUCTION AND PURCHASE OF BUILDING 0 0 0 MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 NONEAVAIL 2011-09-22 300000 CONSTRUCTION AND PURCHASE OF BUILDING 0 0 0 4700000 4700000 0 0 1 1 300000 300000 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS FOR REVIEW AND COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AUDIT OVERSIGHT FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS. EXCEL ACADEMY EAST BOSTON REALTY CORPORATION 58 MOORE STREET EAST BOSTON MA 02128 274272913 TO SUPPORT FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS, INC. MA 501(C)(3) LINE 11B, II N/A 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 EXCEL ACADEMY EAST BOSTON REALTY CORPORATION Q 179913 FAIR MARKET VALUE EXCEL ACADEMY EAST BOSTON REALTY CORPORATION B 634335 FAIR MARKET VALUE